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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,323 | $56,339+42.6% | $104,301-23.0% | $68,495+17.3% |
| Participation rate | 51.6% | 63.3%-11.7pp | 73.3%-21.7pp | 67.9%-16.3pp |
| Annual return | -17.60% | -9.19%-8.4pp | 24.61%-42.2pp | -7.84%-9.8pp |
| Employer contribution / active EE | $749 | $1,960-61.8% | $3,373-77.8% | $2,596-71.1% |
| Participant deferral / active EE | $1,041 | $3,077-66.2% | $4,626-77.5% | $4,028-74.2% |
| Admin fee / account holder | $13,706 | $4,902+179.6% | $7,340+86.7% | $5,403+153.7% |